Do you want your children to share your strong values about money and possessions? Do you want to be able to discuss life decisions candidly with them, knowing you’re on the same page? Do you want them to work with a financial advisor who has been trained and mentored by someone you trust? I know I do. They may be grown, living on their own and perhaps even married or parents themselves — but we still want the very best for our children. It’s this heart for our children that drives our commitment to building the next generation of Triune Advisors.
Nearly two years ago, we created the Triune Residency Program to train and develop future Triune Advisors. Potential Advisors spend between six and 12 months engaged in client meetings and diving deep into all aspects of our process. If they make the cut, they are put in a position to meet potential Triune clients.
These potential clients are often close in age to their Advisor. This allows clients to grow alongside with their Advisor, walking together through similar stages of life. As partners in conversation, Triune Advisors come alongside clients with hearts for service every step of the way.
Husbands and wives, business partners, parents and children — we love facilitating great financial conversations and strengthening life’s most important relationships. I am pleased to say that each of my three daughters have worked with our two Next Generation Advisors, Jesse Bunse and Bryan Gum.
We depend upon the eyes and ears of our existing friends, family and clients to help us meet the next generation of Triune Advisors. If you think highly of Triune, help us find our newest Next Generation Advisor. We’re grateful for your help. Know someone who fits the bill? Contact us to let us know >>